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  2. HOLTON BROTHERS, INC.
Sponsor portfolioTH

HOLTON BROTHERS, INC.

EIN 39-1199866-construction-Latest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$7K premiums
Participants
252
1257 TERMINAL ROAD - GRAFTON, WI 53024262-377-7887holtonbrothers.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$12.5M - 128 part#501Fully Insured-$7K - 124 lives

Benefits portfolio analytics

1 plan / $7K premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$7K
  • Other$7K
Total $7K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $7K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE HORTON GROUP100%
Total $9671 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN

401k

Assets$12.5M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOLTON BROTHERS, INC. GROUP LIFE INSURANCE PLAN

Fully Insured - ANTHEM LIFE INSURANCE COMPANY

Premiums$7K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN401k$12.5M1282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOLTON BROTHERS, INC. GROUP LIFE INSURANCE PLANFully InsuredANTHEM LIFE INSURANCE COMPANY$7K1242025
Retirement plans
Welfare plans
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